Identity Theft of Minors

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Identity Theft of Minors

  It’s hard to believe that Labor Day has come and gone and the kids are back in school. In other words, summer is over. For parents with minor children, whether the kids are back in school or not, their job is never done. It’s always one thing or another. Unfortunately, I am going to […]

By Ken Bloom, J.D., LLM It probably won’t come as a shock that women in the U.S. live five years longer than men on average.  But what may surprise you is that women are not financially prepared for their later years. A recent survey conducted by Merrill Lynch in partnership with Age Wave, “Women and […]

By Jonathan Goldberg, J.D., CPA On December 22, 2017, President Donald Trump signed the Tax Cuts and Jobs Act (“Act”).  The Act, which became effective on January 1, 2018, could have some effects on individual’s estate planning for many years to come. One thing that changed significantly under this Act was the federal estate tax […]

New Market Highs & Your Portfolio

By Jack K. Riashi, Jr., CFP® I recently received an email from a client who wanted to know whether in light of markets making new highs, our firm’s investment team was going to be making any changes to his portfolio. He specifically wanted to know if we thought increasing risk was the right move now or […]

Mid-Year Financial Check-up

By Cindy Szymanski, CFP®, Financial Advisor Although it may not feel like it, summer is just around the corner!  With the 2016 tax season being over, and summer fun at our doorstep, now is a good time to give yourself a financial check-up to make sure you are still on track. Track your spending – […]

By Cindy Szymanski, CFP, Financial Advisor It’s official – the end of tax season is almost here! The IRS urges taxpayers to file their returns electronically, which is the most efficient and safest way to file your taxes.  In 2016, The IRS received more than 131 million tax returns electronically.  This year, they are expecting […]

The First 100 Days (of Investing)

By Jack K. Riashi, Jr., CFP®, Financial Advisor The first 100 days of every new presidential administration has become lexicon ever since it was coined back in July 1933 by President Franklin D. Roosevelt.  The first 100 days is the period used to measure the accomplishments of a president during the time that his influence […]

Changing Estate Plan Vital After Divorce

By Jonathan Goldberg, J.D., CPA If you have recently become divorced, you have plenty of things to think about as you move forward with your life.  But one area that is vital to put on your to-do list is to make sure you have updated your estate plan so that your assets will be distributed […]

529 Able Accounts for Special Needs

By Cindy Szymanski, CFP®, Financial Advisor Effective November 1, 2016, Michigan becomes the fifth state to make available 529 Able accounts, or 529A accounts, under the Achieving a Better Life Experience Act of 2014, also known as the ABLE Act. This law allows individuals with disabilities to contribute up to $100,000 to a 529A account […]

Don’t Chase Returns

By Brian Weisberger, Investment Analyst In conversations I have with investors, one of the biggest mistakes I see people make is to chase returns. One of the most common ways is when an investor sees an article in the paper, or possibly a Morningstar report about a particular asset class or mutual fund/ETF that has […]

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